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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,426 | $154,228-99.1% | $145,433-99.0% | $137,256-99.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -0.82% | 74.59%-75.4pp | 66.58%-67.4pp | 220.34%-221.2pp |
| Employer contribution / active EE | $1,080 | $4,804-77.5% | $4,554-76.3% | $4,156-74.0% |
| Participant deferral / active EE | $1,080 | $8,216-86.9% | $7,897-86.3% | $6,407-83.1% |
| Admin fee / account holder | $47,100 | $14,344+228.4% | $13,129+258.7% | $12,270+283.9% |